Investor insights
Sectors invested in
Wealth Management2
Finance2
FinTech2
Financial Services2
Marketing2
Data Management2
Banking2
Financial Advisory2
Funding rounds participated in
$12M sweet spot round size
Most of their 6 investments are in rounds between $8M and $14M
Investor type
Private Equity Firm
Basic info
Industry
financial services
Sectors
Investment Banking
Sales
Financial Services
Banking
Equity Research
Impact Investing
Sales and Trading
Date founded
1989
Investments made
F
Financeware raised $8M on August 28, 2001
Investors: Mellon Ventures and FBR: US Investment Bank
F
Financeware raised $8M on June 14, 2000
Investors: Mellon Ventures and FBR: US Investment Bank
U
Undisclosed raised $20M on May 11, 2000
Investors: FBR: US Investment Bank
U
Undisclosed raised $12M on April 5, 2000
Investors: Monument Capital Partners and FBR: US Investment Bank
U
Undisclosed raised $14M on March 1, 2000
Investors: Carthage Capital Group, Ascend Venture Group and FBR: US Investment Bank
U
Undisclosed raised undisclosed on August 1, 1997
Investors: FBR: US Investment Bank